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Salesforce
CRM

Overview Fund Activity

2,162 hedge funds and large institutions have $153B invested in Salesforce in 2023 Q1 according to their latest regulatory filings, with 343 funds opening new positions, 833 increasing their positions, 786 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+151
Holders Change %
+7.51%
% of All Funds
34.6%
Holding in Top 10
121
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+105.08%
% of All Funds
1.94%
New
343
Increased
833
Reduced
786
Closed
150
Calls
$5.16B
Puts
$5.23B
Net Calls
-$69.1M
Net Calls Change
+$53.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$2.71B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.35B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$786M
4
VH
ValueAct Holdings
California
+$585M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$574M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.43B
2
Nomura Holdings
Nomura Holdings
Japan
-$950M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$548M
4
Barclays
Barclays
United Kingdom
-$511M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$449M
Name Holding Trade Value Shares
Change 		Shares
Change %
BM
1101
Brandywine Managers
Delaware
$1.38M – – –
MTIC
1102
Missouri Trust & Investment Company
Missouri
$1.38M -$92.3K -462 -6%
WAP
1103
Wealthcare Advisory Partners
Pennsylvania
$1.38M +$22.4K +112 +2%
PIM
1104
Penobscot Investment Management
Massachusetts
$1.37M +$62.1K +311 +5%
BCP
1105
Blackhawk Capital Partners
Wisconsin
$1.37M +$1.37M +6,856 New
AFG
1106
Albion Financial Group
Utah
$1.37M +$157K +787 +13%
QCG
1107
Quadrant Capital Group
Ohio
$1.37M +$498K +2,492 +57%
AWP
1108
Ascent Wealth Partners
New York
$1.37M +$49.1K +246 +4%
CTFG
1109
Capstone Triton Financial Group
Oklahoma
$1.36M -$54.5K -273 -4%
CI
1110
Conning Inc
Connecticut
$1.36M -$34.8K -174 -2%
WMP
1111
Wealth Management Partners
Arizona
$1.35M -$43.6K -218 -3%
MPPLM
1112
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.35M +$110K +549 +9%
CT
1113
Columbia Trust
Oregon
$1.35M +$126K +633 +10%
LTI
1114
Laffer Tengler Investments
Tennessee
$1.34M -$855K -4,280 -39%
AAF
1115
Andra AP-fonden
Sweden
$1.34M -$5.25M -26,300 -80%
CCMG
1116
Clark Capital Management Group
Pennsylvania
$1.33M +$7.79K +39 +0.6%
WP
1117
WealthSource Partners
California
$1.33M -$112K -561 -8%
KMWM
1118
Keudell/Morrison Wealth Management
Oregon
$1.32M +$214K +1,072 +19%
NSB
1119
Norway Savings Bank
Maine
$1.32M +$122K +610 +10%
EWM
1120
EPG Wealth Management
Georgia
$1.32M -$12.6K -63 -0.9%
ES
1121
Eagle Strategies
New York
$1.31M +$400 +2 +0%
RB
1122
Renasant Bank
Mississippi
$1.31M -$127K -638 -9%
HT
1123
Heritage Trust
Oklahoma
$1.31M -$180K -900 -12%
JWBC
1124
J.W. Burns & Co
New York
$1.3M +$53.7K +269 +4%
RAM
1125
Redmond Asset Management
Virginia
$1.3M +$30K +150 +2%
43 44
45
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